2024-05-13T17:46:20-05:00 2023-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Boulevard Suite A Santa Rosa CA 95403 990 2022-07-01 946138714 Council on Aging Services for Seniors COUN 7075250143 30 Kawana Springs Road Santa Rosa CA 95404 Marrianne McBride President/CEO 7075250143 2024-05-10 1 Marrianne McBride 999009999 0 Christina Z Hollingsworth P02090706 7075778806 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Marrianne McBride 30 Kawana Springs Road Santa Rosa CA 95404 7150082 0 X www.councilonaging.com X 1966 CA The Council on Aging provides essential services to our senior community through an integrated network of programs working together to fulfill our clients' needs. We currently have 12 programs including: Meals on Wheels, Senior Dining Sites, Information and Assistance, Daily Money Management, Trusts & Conservatorships, Family Justice Center Advocacy, Mental Health Peer Support, Senior Social Clubs, Drive up, Pickup meals Pearls, Senior Newspaper, and Senior Games. 10 10 80 2897 7155 0 5113679 5511416 230017 279027 67908 104880 134804 573158 5546408 6468481 0 0 0 0 2904696 3123332 0 0 306984 2626291 2721861 5530987 5845193 15421 623288 9275609 10174266 416481 500726 8859128 9673540 X To enhance the quality of life for our aging community by providing services that promote wellbeing and maintain independence. 0 0 2626408 Home delivered meals (Meals on Wheels) is our largest program. We prepare and deliver over 175,500 meals annually to homebound seniors across most of Sonoma County. We serve heart-healthy, no added salt and low-fat meals providing one-third of the recommended dietary requirements for seniors. There are three options to select from poultry, beef/pork/fish, and vegetarian. 720695 1720 Our Community Dining serves on-site nutritious meals at senior centers and senior housing sites in Santa Rosa, Sebastopol, Sonoma, Windsor, Rohnert Park, Healdsburg, and Cloverdale. We serve heart-healthy, no added salt and low-fat meals providing one-third of the recommended dietary requirements for seniors. The goal is to provide a nutritious meal while encouraging socializing through food, fun, and conversation. We also provide ongoing nutrition education to our active aging community. 337049 19090 Our professional fiduciaries provide critical services to Sonoma County seniors including basic bill paying, investment management oversight, and filing tax returns. We also manage personal matters for clients including daily care, housing, and medical needs. 823651 258217 Other program services include case management, trust management services, adult day care services, volunteer services, information and referral services, elder abuse advocacy, housing and other program services as necessary. 823651 258217 4507803 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 80 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Sue Tasselmyer 7075250143 30 Kawana Springs Road Santa Rosa CA 95404 John Reyes Treasurer 5.00 X X 0 0 0 Bonnie Burrell Secretary 5.00 X X 0 0 0 Joseph Huang Board Member 5.00 X 0 0 0 Corrine Lorenzen Chair 5.00 X X 0 0 0 James DeVore Board Member 5.00 X 0 0 0 John Pearson Board Member 5.00 X 0 0 0 Frank Pugh Past Chair 5.00 X 0 0 0 John Fannin Board Member 5.00 X 0 0 0 Karen Lewis Board Member 5.00 X 0 0 0 Leslie Brutocao Board member 5.00 X 0 0 0 Marrianne McBride President & CEO 37.50 X 156413 0 12048 156413 0 12048 1 0 1 0 0 257981 3499785 1753650 5511416 Program revenue 623000 279027 279027 279027 95484 95484 85348 0 85348 85348 85348 481518 472122 9396 9396 9396 176544 257981 209479 -32935 -32935 Miscellaneous Income 561499 513590 513590 Advertising revenue 541800 7155 7155 520745 6468481 364375 7155 585535 164368 122375 27973 14020 2435517 1885276 422815 127426 53167 42162 8204 2801 258996 205389 39963 13644 211284 167552 32601 11131 8481 8086 395 33000 33000 434760 245872 131546 57342 8542 7975 326 241 224890 74042 149722 1126 67767 12943 54824 Supplies 1334804 1289160 17667 27977 Utilities 179131 141772 37359 Transportation 123532 122736 367 429 Repair & maintenance 112988 67552 45436 193966 114911 28208 50847 5845193 4507803 1030406 306984 527191 289932 272030 448039 251966 0 388296 928122 24210 17237 44853 46279 7381586 2304086 4853572 5077500 2882454 3164284 31037 202873 9275609 10174266 302083 299354 114398 201372 416481 500726 X 8756011 9571179 103117 102361 8859128 9673540 9275609 10174266 623288 191124 0 X 0 1 X 1 1 1 X 4520281 4677177 5254248 5113679 5511416 25076801 4520281 4677177 5254248 5113679 5511416 25076801 25076801 69655 52521 49713 109822 95484 377195 4901 39031 35960 90888 513590 684370 26138366 1973559 0.95940 0.97850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 X 1332054 1332054 5306499 1953186 3353313 743033 350900 392133 5077500 Money management trust liability 35127 Operating Lease 166245 201372 X 6869084 191124 209479 400603 6468481 0 6468481 6054672 209479 209479 5845193 0 5845193 Part IV, Line 2b: Council on Aging's trust account is held on behalf of our Social Security representative payee clients. These seniors are living below the poverty level and, were it not for our handling of their financial affairs, would not be able to budget their expenses and maintain their independence. The well-being and independence of our senior community is a key element of our organizational mission. Part X, Line 2: The Organization determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2023 the Organization has reviewed its tax positions and has concluded no reserve for uncertain tax positions is required. COA's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for State. Part XI, Line 2d - Other Adjustments: Fundraising events direct expenses netted against revenue. 209,479. Part XII, Line 2d - Other Adjustments: Fundraising events direct expenses netted against revenue. 209,479. X X X X X X X 1 Jadent Inc PO Box 881 Salem OR 97308 Phone Solicitations 1 171054 94135 76919 171054 94135 76919 CA Heels for Meals 262591 196591 66000 11006 16141 50074 Boots and Bling 87300 56450 30850 6350 23091 3 84634 4940 79694 6698 2041 94078 434525 257981 176544 17704 24532 167243 209479 -32935 Sue Tasselmyer 30 Kawana Springs Road Santa Rosa CA 95404 Schedule G, Part I, Line 2b, Column (v) Professional fundraiser performs phone solicitations. X X X 0 0 0 0 0 0 0 0 0 Marrianne McBride President & CEO 156413 0 0 0 0 0 6381 0 5667 0 168461 0 0 0 Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Controller and distributed to the board by email prior to submission. Form 990, Part VI, Section B, line 12c The Conflict of Interest policy is self-regulated by board members. Form 990, Part VI, Section B, line 15 Process for determining compensation for the CEO and senior management is as follows: Each year the Council on Aging participates in the Bay Area Benefit Survey for nonprofits. The results of the most recent survey are used to evaluate and assess compensation levels. We utilize median salaries for similarly sized non-profits in our region as a guideline. The board reviews and approves compensation for the CEO and senior management. Form 990, Part VI, Section C, line 19 Upon Request.